Inspiration

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questions to clarify vision
From Vision to Plan

How might these questions clarify your vision when compensation changes are on the horizon?

 It is said, “Without Vision, People Perish.” The same would hold for business.  Vision is created by the questions we ask and answer.  Vision is the foundation of your Business Plan.  With all the distractions that are going on in the world of professional financial services, one has a choice: Vision or Perish.  To remain

The Missing Link To Realizing Your Calling, Meaning & Purpose
Inspiration

The Missing Link To Realizing Your Calling, Meaning & Purpose

Who better to know what to do now, in this place, with your knowledge, than you? Do you have a passion for something you want to deliver to your clients and prospects, and you want to understand how to reset your mindset? What is the essential thing to have in place for the problems you

personal development
Inspiration

What Is Your ROI On Personal Development?

Don’t you love it when you invest in personal development that creates an ROI in a matter of days? Laura and I have been investing in our personal and professional for decades. Since October of last year, we have been investing in online and live courses on Purpose and Transition with The Modern Elder Academy.

Forget Change and Embrace Transition In The New World Economic Disorder with IKIGAI
Inspiration

How To Recession Proof Your Business With Ikigai

In our fast-paced, ever-evolving world, it can be easy to lose sight of what really matters. Ikigai can help you bring more meaning and purpose into your life.

Change vs transition
Inspiration

The New World Economic Disorder: Change vs Transition

Over the past two to three years, there is no doubt you’ve been through a tremendous amount of change. The pandemic transformed the way we lived and worked. From career security to The Great Resignation, many of us were provided with plenty of opportunities for reflection. You went from working live to virtual, saw family

Inspiration

Understanding Transition & Change Will Help You During This Economic Transition 

Now is the best time to be a financial services professional, whether as a financial advisor or financial planner, whether your focus is on money or insurance. Your clients and prospects require your help more than ever as the financial world is in transition, driven by the following factors; Covid Stimulus Packages  Supply Chain Political

How To Shift From a Salesperson to an Entrepreneur Mindset
Inspiration

How To Stop being a Salesperson and Develop a Growth Mindset

You can’t be a successful entrepreneur without having solid sales skills. And you can’t be a stellar salesperson without some entrepreneurial traits. You can be either considering opening your own firm or just wanting to see more results in your current business. But the truth is that shifting from a salesperson and starting to develop

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